Perfex CRM Webhooks & n8n Automation Module – Real-Time Workflow Integration

VERSION 1.0.0 – Released November 2024
Initial release — Real-time webhook triggers for Perfex CRM with n8n integration, HMAC-SHA256 security, async queue processing, retry handling, and full event delivery logging.

⚠ Important Notice:
This module requires an active Perfex CRM installation and an existing n8n instance (self-hosted or cloud). n8n installation is not included. For SaaS or multi-tenant usage, an Extended License is required per Envato licensing policy.

Brief Description

Perfex CRM Webhooks Module connects your Perfex CRM to n8n, Zapier, Make.com, Pabbly, and any webhook-compatible automation platform — instantly, in real-time, without polling.

Every CRM event (lead created, invoice paid, proposal accepted, ticket updated) fires an instant webhook to your automation platform of choice. Build unlimited n8n workflows, integrate with 400+ services, and automate your entire business operations — with no recurring subscription fees.

No polling. No delays. No per-task fees. Full data ownership.

Why This Module Exists

Most Perfex CRM users who want automation face two problems:

Problem 1: Zapier and Make.com charge per task/operation. At scale, costs spiral. One active CRM generates thousands of events per month — that’s a recurring bill that never stops.

Problem 2: REST API modules for Perfex require API knowledge, custom endpoint configuration, and ongoing maintenance. Powerful, but not plug-and-play.

This module solves both. Push events from Perfex CRM to self-hosted n8n — unlimited executions, zero per-task fees, full data privacy, and a visual workflow builder any team member can use.

Key Features

Real-Time Webhook Triggers: Every CRM action fires an instant webhook — no polling, no delays, true real-time event delivery to n8n, Zapier, Make.com, or any webhook endpoint.
14 CRM Resources Covered: Leads, Customers, Contacts, Invoices, Payments, Estimates, Proposals, Projects, Tasks, Tickets, Contracts, Expenses, Staff, Credit Notes — all major Perfex CRM entities supported.
Async Queue Processing: Webhook events are processed in a non-blocking queue — Perfex CRM stays fast and responsive even under high event volume.
HMAC-SHA256 Security: Every payload is signed and verified — authenticated delivery, tamper-proof events, enterprise-grade security.
Automatic Retry Handling: Failed deliveries are automatically retried — no lost events due to temporary downtime on the receiving end.
Full Event Delivery Logs: Every webhook attempt is logged with status, timestamp, and response — full auditability for debugging and reliability monitoring.
Standardised JSON Payload: Clean, consistent payload structure on every event — event type, timestamp, full resource data, custom fields, and relationships. Ready to consume in n8n nodes instantly.
Works With Any Webhook Endpoint: n8n (self-hosted or cloud), Zapier, Make.com, Pabbly Connect, IFTTT, custom APIs — any service that accepts HTTP POST webhooks.

Supported CRM Events

Resource	Events
Leads	Created, Updated, Deleted, Status Changed, Converted
Customers	Created, Updated, Deleted
Contacts	Created, Updated, Deleted
Invoices	Created, Updated, Deleted, Status Changed, Sent
Payments	Created, Deleted
Estimates	Created, Updated, Deleted, Accepted, Declined
Proposals	Created, Updated, Deleted, Accepted, Declined
Projects	Created, Updated, Deleted, Status Changed
Tasks	Created, Updated, Deleted, Status Changed
Tickets	Created, Deleted, Status Changed, Reply Added
Contracts	Created, Updated, Deleted
Expenses	Created, Updated
Staff	Created, Updated, Deleted
Credit Notes	Created, Updated, Deleted

*Additional events added based on feasibility and buyer requests.

Real-World Automation Examples

Lead Notification Pipeline
Lead Created → n8n → Slack Alert + Google Sheets + Trello Card + SMS

Invoice & Accounting Sync
Invoice Created → n8n → QuickBooks + Email Accounting Team + Dashboard Update

Client Onboarding Workflow
Proposal Accepted → n8n → Google Drive Folder + Welcome Email + Asana Project

Multi-CRM Data Sync
Customer Updated → n8n → HubSpot + Salesforce + Zendesk + Audit Log

Support Escalation Flow
Ticket Status Changed → n8n → Slack Alert + Priority Tag + Manager Notification

Who Is This For?

Agencies running Perfex CRM for multiple clients — automate client workflows without paying per-task fees to Zapier or Make.com
SMBs using Perfex CRM — connect your CRM to accounting, communication, and project management tools automatically
Developers & System Integrators — build custom workflow automation using Perfex CRM events as triggers in n8n or any REST-compatible service
Sales & Marketing Teams — trigger real-time lead nurturing, notifications, and campaign automation from live CRM events
Self-Hosted Stack Users — keep all data on your own infrastructure; no third-party SaaS required

Why n8n for Perfex CRM Automation?

	n8n (Self-Hosted)	Zapier	Make.com
Cost	Free (self-hosted)	Per task	Per operation
Executions	Unlimited	Capped by plan	Capped by plan
Data Privacy	Full — your server	Cloud only	Cloud only
Custom Logic	Full IF/ELSE, loops, retries	Limited	Moderate
Integrations	400+	6,000+	1,000+

n8n is the only automation platform with unlimited executions at zero marginal cost on self-hosted infrastructure. For Perfex CRM users running high-volume operations, this is the only cost-effective long-term solution.

Installation & Requirements

Perfex CRM (latest version recommended)
PHP 7.x or 8.x
MySQL 5.x or 8.x
n8n instance (self-hosted or n8n cloud) — or any webhook-compatible automation platform (Zapier, Make.com, Pabbly, custom API)
No coding required for standard installation

Full documentation: corbitaltech Documentation

Video walkthrough: Watch on YouTube

Support

Support portal: support.corbitaltech.dev
Response time: 12–24 hours on business days.

Changelog

VERSION 1.0.0 – November 2024

NEW – Real-time webhook triggers for all major Perfex CRM events
NEW – n8n integration with standardised JSON payload structure
NEW – HMAC-SHA256 webhook signature verification
NEW – Async queue processing for non-blocking event delivery
NEW – Automatic retry for failed webhook deliveries
NEW – Full event delivery log with status and response tracking
NEW – Support for 14 CRM resources and 40+ event types